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ClearPlan Financial, Inc.
Contact: Jonathan Petrie CFP
Work 6470 New Taylor Rd. -1 Orchard Park NY 14127
Work Phone: 716 312-7424
Work Email: jpetrie@clearplanfinancial.com
Website: http://www.clearplanfinancial.com
Biography
certified financial planner professional CFP retirement planning health insurance life insurance tax preparation income and estate tax insurance planning wealth management
Notes
Courtesy evaluation of 45 minutes to review financial topics.
6470 New Taylor Rd. Orchard Park NY 14127